Status Handling on Work Tasks

Introduction

Work tasks are used to define the work that is to be performed to fix a fault or to perform a service on an asset. If the work order is PM-generated, work tasks will be created inheriting the contents from the connected work lists. If a work task template is specified on the work order, work task and its connected entities are inherited from the work lists on the work task template. For work orders generated from Fleet and Asset Management, all task cards or subtasks are transferred as work tasks on the work order once the maintenance order is released.

Work Task Steps are used to categorize or sequence the work content of a work task. If the work order is generated through a PM action with PM Group ID and Merge option selected the work order would be generated with a work task and there will be work task steps connected to the task representing the information on each PM action.

Work Assignments are used to define the resource allocations required to perform work on the work task. The resources can be either of type Person or Tool/Equipment. Execution of work task can be monitored through the work assignments. Work Assignments can be added manually to the work task through Assign Work option or it will be added automatically if the work task is scheduled using a scheduling engine.

Work Task Status

It is possible to monitor the work progress with the task status system.

Due to the nature of heavy maintenance visits numerous Engineers and Technicians will be involved with performance and recording of work. Often the Floor Manager has limited or no capability to determine the current progress and status of all the work being performed. The possibility to set the status of a work task  on a work order provides greater control over the progress of the contents of a work scope. This will enable planners to reasonably and accurately determine the completion of work. The planner will also have the ability to view work tasks that have been put on hold.

A description of each work task status is as follows:

Apart from this statuses the work task can be set to On Hold by using the option Set/Unset to On Hold for instance due to lack of resources. When the work task is ready to resume you can use the same option for commencing work again.

Work Task Progress

It is possible to monitor the work task progress by setting a progress percentage relevant to the statuses for a Work Progress Template. The Work Progress Template should be connected to the work order and once the status is achieved the progress will automatically be updated on the work task.

Work Assignment Status

Statuses on work assignment reflects the execution phase of the work task. Once the work assignments are assigned to a person whether the employee have accepted, started, or completed the work can be monitored.

A description of each work assignment status is as follows:

Observe the following relationships between status changes on a work task and work assignment:

  1. When the work assignment on the work task is set to the Work Started status, the status of the work task is automatically changed to Work Started, if the work task is not already in this status.
  2. When there is only one work assignment on the work task, the status of the work task is automatically changed to Work Done when the assignment is set to Completed status. When the assignment is Cancelled/Incomplete, the work task status will be remain unchanged.
  3. When there are multiple work assignments on the work task, the status of the work task is automatically changed to Work Done, when one or more work assignments are set to Completed status and all other assignments are in Completed/Cancelled/Incomplete status.
  4. To set the status as Reported/Finished on a work task, all work assignments on the work task must be in either Completed, Incomplete or Cancelled status.
  5. It is only possible to cancel a work task when the work assignments on the work task are in Assigned, Accepted or Cancelled statuses.
  6. When there are visit chains on the work task, the status of the work task is automatically changed to Work Done when a visit chain is set to Completed status and all other visit chains are in Completed/Cancelled/Incomplete status, and if the work task is not already in this status.  

Note: Above mentioned automatic status change of the work task to Work Done when changing the status of assignments will not take place when unallocated/ unassigned resource demands exist for the work task.

Work Task Step Status

There are three statuses for a work task step - Not Done, Done and Cancelled. If the task step is not completed, status can be set as Not Done.
If the task step is completed, status can be set as Done (it is possible to reset it to Not Done using the right mouse button option Reopen). If the task step is not required considering the work content it can be set to status Cancelled.